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Southern Company
SO

Overview Fund Activity

2,147 hedge funds and large institutions have $70.8B invested in Southern Company in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 924 increasing their positions, 722 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,147
Holders Change
-26
Holders Change %
-1.2%
% of All Funds
28.78%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.32%
New
128
Increased
924
Reduced
722
Closed
117
Calls
$599M
Puts
$214M
Net Calls
+$385M
Net Calls Change
+$168M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$733M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$494M
3
BlackRock
BlackRock
New York
+$259M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
5
SCP
Soroban Capital Partners
New York
+$172M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$393M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$156M
3
Franklin Resources
Franklin Resources
California
-$85.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$78.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$77.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
1751
Braun-Bostich & Associates
Pennsylvania
$241K +$28.8K +314 +14%
OL
1752
Optas LLC
Texas
$241K +$241K +2,623 New
NRW
1753
Nova R Wealth
Kansas
$240K +$184 +2 +0.1%
KIM
1754
Kestra Investment Management
Texas
$240K +$221K +2,407 +1,146%
AGWCA
1755
Annis Gardner Whiting Capital Advisors
Florida
$240K +$27.9K +304 +13%
BLFG
1756
Brian Low Financial Group
Louisiana
$240K +$240K +2,609 New
FG
1757
Foster Group
Iowa
$239K +$3.67K +40 +2%
CCM
1758
Chickasaw Capital Management
Tennessee
$239K -$4.78K -52 -2%
WTFG
1759
Wood Tarver Financial Group
Idaho
$239K +$92 +1 +0%
VWA
1760
VSM Wealth Advisory
Maryland
$239K -$87K -947 -27%
BWP
1761
Barlow Wealth Partners
Kentucky
$239K -$3.01K -33 -1%
BFA
1762
Buttonwood Financial Advisors
Maryland
$239K -$28K -305 -10%
LTI
1763
Laffer Tengler Investments
Tennessee
$239K – – –
CRI
1764
Colonial River Investments
Virginia
$238K -$5.5K -59 -2%
WP
1765
WealthShield Partners
North Carolina
$238K +$11.8K +129 +5%
BPWM
1766
Badgley Phelps Wealth Managers
Washington
$238K -$2.11K -23 -0.9%
SIC
1767
Samalin Investment Counsel
New York
$237K +$643 +7 +0.3%
TIA
1768
Tiemann Investment Advisors
California
$237K +$26.2K +285 +12%
TIA
1769
Traphagen Investment Advisors
New Jersey
$237K +$367 +4 +0.2%
DIM
1770
Delta Investment Management
California
$237K +$10.4K +113 +5%
KCM
1771
Kathmere Capital Management
Pennsylvania
$237K +$33.2K +361 +16%
First Manhattan
1772
First Manhattan
New York
$237K -$6.8K -74 -3%
LAM
1773
Longboard Asset Management
Arizona
$236K – – –
TCBWMS
1774
Texas Capital Bank Wealth Management Services
Texas
$236K -$826 -9 -0.3%
MFA
1775
Mayflower Financial Advisors
Massachusetts
$235K -$643 -7 -0.3%
69 70
71
72 73